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Updated cards are retained in CRM. Updated cards are also pushed to some gateways: Stripe V2, Auth.net, NMI (if customerVault is enabled), Verifi (if customerValut is enabled), Braintree (if vault is enabled), FluidPay, and BlueSnap |
To Activate the plugin, go to CRM → Admin → Plugins → Data Sources and select the FluidPay Account Updater tile.
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Once FluidPay is activated you will see the MerchantAPI_Key and Enrollment Status will populate. When the Enrollment Status shows as Approved, card batches will be sent to FluidPay 7 days prior to the rebill date.
Account Updater Report:
In CRM → Reports → Payments → Account Updater
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Note that the By Card tab allows a filter by Update Type
By Batch:
By Batch provides the following details by Batch Number:
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Revenue: The amount of revenue billed for that batch of updated cards.
Overall:
Overall provides a summary of the cards which have been updated along with the revenue they represent based on the date filters selected.
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